Wealth FP&A Senior Director: Strategic Finance Partner

Orion; Philadelphia (Philadelphia County); Presencial; USD 150.000 - 230.000; Jornada completa

Descripción de la vacante

Orion is seeking a Senior Director, FP&A (Wealth) to partner with the Wealth President and leadership team. You will anticipate business problems, provide clear financial direction, and own analysis on wealth performance, forecasting, deal economics, and executive reporting.

You will be a senior finance partner shaping growth, retention, and incentive economics. You will lead a small FP&A team, own Wealth budgeting and long-range models, and ensure integrity of financial narratives for board

Formación

• Has a minimum of 10+ years of corporate or FP&A experience, with experience partnering directly with senior business leaders
• Has a track record as a proactive business partner on complex, ambiguous problems, not solely a reporting or planning function
• Has strong command of deal, pricing, revenue, and incentive economics in a subscription, asset-based, or financial-services model
• Has experience in wealth management or wealth services, with a solid grasp of asset flows (inflows, outflows, and net flows) and how they drive revenue
• Is highly proficient in Excel, able to build detailed financial models from scratch and maintain KPI trackers

Responsabilidades

• Serve as the finance partner to the President of Wealth Management, surfacing risks, opportunities, and solutions ahead of the business
• Turn open, ambiguous questions into clear analysis and a recommendation the business can act on
• Own the Wealth forecasting cadence and long-range model, bringing together AUM, net flows, rate, and product-mix drivers into a coherent, defensible view
• Lead the monthly business review of Wealth results, sharing insight on drivers and variances rather than restating numbers
• Define the methodology and guardrails for evaluating non-standard pricing and contract terms, and partner with Sales, Legal, and Accounting to flag business terms that erode revenue before they are committed
• Lead and develop a small, focused FP&A team, including onshore and offshore analysts, delegating recurring production so senior time goes to analysis and partnership

Conocimientos

Executive FP&A partnership

Excel

Financial modeling

Forecasting

Strategic thinking

Leadership

Data analytics

Cross-functional collaboration

Decision making

KPI tracking

Educación

Bachelor's degree in Accounting/Finance/Economics

MBA/CPA/CFA preferred

Herramientas

Workday

Adaptive Planning

Power BI

Descripción del empleo

Orion is seeking a Senior Director, FP&A (Wealth) to partner with the Wealth President and leadership team. You will anticipate business problems, provide clear financial direction, and own analysis on wealth performance, forecasting, deal economics, and executive reporting.

You will be a senior finance partner shaping growth, retention, and incentive economics. You will lead a small FP&A team, own Wealth budgeting and long-range models, and ensure integrity of financial narratives for board